Financial Services Associate
4 weeks ago
At Kiker Wealth, we are a thriving financial services firm, where we treat our team like the valued professionals they are. Our culture reflects a shared commitment to building lasting relationships with our clients and helping them achieve their financial goals.
The Role
- Client financial analysis and planning
- Account rebalancing and trading
- Investment model maintenance and research
- Troubleshooting with performance reporting
- Creating performance reports and proposals
- Generating client reports and marketing materials
- Paperwork related to private placements, investments, and qualified accounts
- General account administration and client support
You'll be the go-to person for standard day-to-day client account requests and contribute significantly to the comprehensive financial services we provide.
Requirements
- Strong understanding of financial planning concepts and software
- Proficiency in MS Office and CRM software
- Excellent multitasking and problem-solving abilities
- Series 7, SIE, required
- Series 63, 65, or 66, Life and Health a plus
Benefits
- Salary range - 65k - 120k, DOE
- 401(k) with 3% match
- PTO and paid training
- Bonus opportunities
If you are ready to bring your expertise as a Associate Financial Advisor to Kiker Wealth and contribute to our mission of delivering exceptional financial services, we eagerly await your application.
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